In Cina forse il primo deficit commerciale dopo anni e anni di surplus

[Birbun]

Sept. 22, 2009, 2:16 a.m. EDT
China set to swing from trade surplus to trade deficit
Economist says Chinese current-account deficit will send Treasury yields higher
http://www.marketwatch.com/story/chi...cit-2009-09-22


Lo ritengo MOLTO interessante.

[Sovereign]

i nodi vengono sempre al pettine

import=export prima o poi (e nemmeno in troppi anni.

ricordi ramirez?

[Fromstudytowork]

sulla falsariga dell'articolo qui postato, propongo l'ottimo articolo di ieri di MARTIN WOLF ovviamente sul FT, consultabile qui. In sostanza si apre affermando che:

The giant has survived the shock. But its recovery is driven by a surge in credit and fixed investment. In the longer term, China needs to rebalance its economy, by increasing consumption. It is time for the Chinese to enjoy themselves more. How unpleasant can that be?

E poi ad un certo punto l'autore del pezzo si chiede:

China, it appears, has saved itself. Has it also been saving the world?

I grafici poi a metà articolo sono veramente esaustivi.

Si conclude dicendo che:

The short-term rebalancing of this year, via a huge credit expansion and surge in fixed investment, is a temporary expedient. It must lead to a rebalancing of the Chinese economy towards consumption. This is in China’s interests. It is also in the interests of a better balanced world economy. If the successful response of this year leads in this direction, the crisis will have brought great long-term benefit.